JWM
Jupiter Wealth Management’s Lockheed Martin LMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Hold |
2,500
| – | – | 0.56% | 39 |
|
|
2025
Q1 | $1.18M | Hold |
2,500
| – | – | 0.72% | 31 |
|
|
2024
Q4 | $1.21M | Hold |
2,500
| – | – | 0.61% | 38 |
|
|
2024
Q3 | $1.46M | Hold |
2,500
| – | – | 0.75% | 36 |
|
|
2024
Q2 | $1.35M | Hold |
2,500
| – | – | 0.72% | 38 |
|
|
2024
Q1 | $1.17M | Hold |
2,500
| – | – | 0.62% | 44 |
|
|
2023
Q4 | $1.13M | Hold |
2,500
| – | – | 0.67% | 40 |
|
|
2023
Q3 | $1.11M | Hold |
2,500
| – | – | 0.72% | 35 |
|
|
2023
Q2 | $1.15M | Hold |
2,500
| – | – | 0.99% | 25 |
|
|
2023
Q1 | $1.18M | Hold |
2,500
| – | – | 1.09% | 26 |
|
|
2022
Q4 | $1.22M | Hold |
2,500
| – | – | 1.18% | 28 |
|
|
2022
Q3 | $965K | Hold |
2,500
| – | – | 0.97% | 29 |
|
|
2022
Q2 | $1.07M | Hold |
2,500
| – | – | 0.98% | 28 |
|
|
2022
Q1 | $1.1M | Hold |
2,500
| – | – | 0.69% | 35 |
|
|
2021
Q4 | $888K | Sell |
2,500
-1,255
| -33% | -$446K | 0.46% | 46 |
|
|
2021
Q3 | $1.27M | Hold |
3,755
| – | – | 0.6% | 43 |
|
|
2021
Q2 | $1.36M | Hold |
3,755
| – | – | 0.65% | 40 |
|
|
2021
Q1 | $1.43M | Sell |
3,755
-4,230
| -53% | -$1.61M | 0.72% | 37 |
|
|
2020
Q4 | $2.84M | Hold |
7,985
| – | – | 1.74% | 20 |
|
|
2020
Q3 | $3.06M | Sell |
7,985
-4,273
| -35% | -$1.64M | 2.16% | 19 |
|
|
2020
Q2 | $4.48M | Buy |
12,258
+692
| +6% | +$253K | 2.24% | 20 |
|
|
2020
Q1 | $4.44M | Buy |
11,566
+394
| +4% | +$151K | 2.58% | 18 |
|
|
2019
Q4 | $4.65M | Sell |
11,172
-83
| -0.7% | -$34.5K | 2.25% | 18 |
|
|
2019
Q3 | $4.39M | Sell |
11,255
-69
| -0.6% | -$26.9K | 2.34% | 16 |
|
|
2019
Q2 | $4.06M | Sell |
11,324
-473
| -4% | -$170K | 2.01% | 22 |
|
|
2019
Q1 | $3.71M | Buy |
+11,797
| New | +$3.71M | 1.79% | 24 |
|